JFS Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $434 | Sell |
6
-5
| -45% | -$362 | ﹤0.01% | 1720 |
|
2025
Q1 | $707 | Sell |
11
-10
| -48% | -$643 | ﹤0.01% | 1717 |
|
2024
Q4 | $1.89K | Buy |
21
+14
| +200% | +$1.26K | ﹤0.01% | 1497 |
|
2024
Q3 | $515 | Sell |
7
-10
| -59% | -$736 | ﹤0.01% | 1793 |
|
2024
Q2 | $1.49K | Hold |
17
| – | – | ﹤0.01% | 1546 |
|
2024
Q1 | $1.83K | Buy |
17
+5
| +42% | +$539 | ﹤0.01% | 1482 |
|
2023
Q4 | $1.02K | Sell |
12
-14
| -54% | -$1.19K | ﹤0.01% | 1657 |
|
2023
Q3 | $2.62K | Buy |
26
+3
| +13% | +$302 | ﹤0.01% | 1255 |
|
2023
Q2 | $2.82K | Sell |
23
-7
| -23% | -$859 | ﹤0.01% | 1253 |
|
2023
Q1 | $4.05K | Buy |
30
+1
| +3% | +$135 | ﹤0.01% | 1079 |
|
2022
Q4 | $3.9K | Buy |
29
+2
| +7% | +$269 | ﹤0.01% | 1092 |
|
2022
Q3 | $3K | Buy |
27
+16
| +145% | +$1.78K | ﹤0.01% | 1252 |
|
2022
Q2 | $1K | Sell |
11
-11
| -50% | -$1K | ﹤0.01% | 1669 |
|
2022
Q1 | $3K | Buy |
22
+14
| +175% | +$1.91K | ﹤0.01% | 1332 |
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1595 |
|